We help our clients develop a financial roadmap. Are you changing jobs? Thinking about a second career? Planning for retirement? We will help you navigate these transitions.

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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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Our FAQ provides insight into our business and our investing philosophy and other useful information.

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Recent Blog Posts

We make personal finance easy to understand

The Importance Frank and Open Dialog About Finances Between Aging Parents and Their Children

Posted by Bill LaChance on Aug 25, 2016

One of the most difficult conversations for many families to have is between aging parents and their children about end of life issues. This generally requires parents’ opening up about their current financial situation as well as both parents and children dealing...

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Long Term Care Expenses – Factors to Consider

Posted by Bill LaChance on Jul 6, 2016

One of the most important factors you need to consider when putting together a retirement plan is potential long term care expenses. For those not familiar, long term care refers to expenses related to “Activities of Daily Living,” such as eating and bathing, that...

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Why It Is Risky to Plan on Being in a Corporate Job Past Age 55

Posted by Bill LaChance on May 31, 2016

Most of the clients I serve in my financial planning practice are either in the midst of a career transition or planning ahead for one. The transition may be retirement, a second career, or a job transition due to downsizing. As a result, I have spent time over the...

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